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investment pitch

2 statements across 1 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Nov 27, 2017 by Paul Johnson · across every show →

Everything said about investment pitch, oldest first

Nov 27, 2017
Insight
Johnson: Analysts must match a portfolio manager's schema to be heard
“So that first part of it is the scheme, and it ends up that the scheme is shockingly important, and it's important really as we continue to play with it is you're not going to get the portfolio manager to listen unless you match the stated schema.”
Paul Johnson Nov 27, 2017 ▶ 30:48 Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
Nov 27, 2017
Insight
Sonkin: Convincing yourself and pitching others require different skill sets
“So what we've always thought is that first you have to convince yourself on an idea, and then you have to convince someone else, and those require two very different Skills.”
Paul Sonkin Nov 27, 2017 ▶ 10:00 Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
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